Michael "Mike" Cammarata

Credentials:
  • RICP®

Focus: Insurance Strategies, Business Owners, Investment Strategies

Languages: English

Business Philosophy:

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each client.

 

Products & Services:

Rollovers, IRA Consolidations, Pension Transfers

Mutual FundsStocks/Bonds/ETF’s

Wrap Accounts

Variable and Fixed Annuities

Tax Sheltered Annuities, 403(b) Plans

Charitable Giving Strategies

Estate Conservation Strategies

Education Funding Strategies

Long-Term Care Insurance

Disability Income Insurance

Mortgage Protection (through life insurance and disability income insurance)

Medicare Supplement Coverage

Pension Payout Alternatives

Term Insurance

Universal Life Insurance

Variable Universal Life Insurance

Whole Life Insurance

 

Education & Qualifications:

Bachelor’s Degree in Finance from the University of Baltimore

Series 6, 63, 65 and 7 licensed

Licensed to sell Life & Health Insurance in CA, MD, DE, PA, VA, WV and WA

CA Insurance Lic #0K79054

Licensed to sell Life Insurance in FL, NC, SC, and DC

Registered to offer securities products in MD, DE, VA, PA, NC, AL, DC and CA

Retirement Income Certified Professional (RICP) designation

Leaders Conference Qualifier

 

Organizations:

University of Baltimore Alumni Association

Member of The Society for Human Resource Management

 

See Michael’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

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Elkridge Satellite Office - Marshalee Drive

Satellite Office

6085 Marshalee Drive Suite 210
Elkridge, MD 21075-6023

L0916477698[exp1018]